Crestwood Blog

Tips for Selling Virtually
Trisha LaVeck
Trisha LaVeck

Tips for Selling Virtually

You may already have been accustomed to selling virtually. However, there are many people who became instant virtual sellers when the pandemic hit. Today’s blog post is for those searching for some tips on virtual selling. Tip: Do your Research and be Prepared To start, you have to get the correct decision maker on the … Read more

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LEARN Dynamics 365 Business Central
Wendy Zumpano
Wendy Zumpano

Training and Documentation for Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is the newest guy on the block – but that doesn’t mean that it’s difficult to learn and use. Quite the opposite, in fact. Microsoft has outdone themselves on training and ensuring that users have everything they need at their fingertips. Any problem you may encounter has been addressed here … Read more

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Microsoft Office 365
Lauren Christoff
Lauren Christoff

Microsoft Office 365 Templates Galore, Oh My!  

While I was exploring Microsoft’s website for the next productivity tip, I found a plethora of Office templates and fun activities you can do with your family.   Through your Microsoft Office 365 subscription you will be able to search and create freely from a mass selection of premium Office templates for work, school, or family projects. Explore templates for budgets in Excel, templates to create a KNOCK-OUT presentation in PowerPoint, or design brochures or … Read more

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Acumatica Basics
Melissa Blassingame
Melissa Blassingame

Acumatica Basics – How to Use Templates, Favorites, and Many More Quick Tips!

As strange as it may be to hear this from us, we admit that ERP implementations can sometimes be a pain. Which is why we’ve developed a new methodology for implementations that integrates training your people into the earliest stages of the implementation – instead of just being handed a fully-functioning system at the end … Read more

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Amber
Amber Tselios

Webinar: Acumatica 2020 R2 – What’s New and Improved?

Thursday, October 29th, 2020 11:00 AM – 12:00 PM (CST) Register Here!   It’s upgrade time! The theme of Acumatica latest release (2020 R2) is work smarter, not harder. Acumatica delivered several new features which improve upon the best-in-class functionality and utilize Artificial Intelligence/Machine Learning so you can do your best work. In addition, they’re … Read more

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Amber
Amber Tselios

Webinar: Business Process Automation with Artsyl Technologies

Tuesday, October 27th, 2020 11:00 AM – 12:00 PM (CST) Register Here!   New ISV Alert! Business process automation is a requirement for businesses to stay competitive, control costs, and avoid commercial failure. If you are looking to automate your document-based AP process, join us for an introduction to Artsyl Technologies, a publisher of an … Read more

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video
Amber
Amber Tselios

Using Microsoft Stream for In-House Video

Video is a powerful tool, and an increasingly necessary one for businesses of all sizes. From the marketing department to the sales team, human resources to consultants, video can be used to automate processes, set yourself apart from competitors, and tell stories that would be difficult (or worse – boring) with just text. If you … Read more

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Amber
Amber Tselios

Acumatica 1099-NEC Reporting Changes

Earlier this year, the IRS announced some big changes to reporting non-employee compensation and 1099 forms for the 2020 tax year. The 1099-NEC has moved non-employee compensation (box 7) off of the 1099-MISC to a new form: 1099-NEC. Changes to 1099 Forms – A History Lesson The IRS made the change because there was an … Read more

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Payroll Tax
Jen
Jen

Simplify Tax Preparations with Deluxe Checks

Save time by ordering pre-formatted tax forms and checks for Microsoft Dynamics GP and Dynamics SL. Crestwood Associates has partnered with Deluxe Checks offering you a Priority Service Code on all orders of IRS-approved tax forms, checks, invoices, and more.  With this Priority code, you’ll receive special offers, discounts, and ease of ordering Dynamics related … Read more

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General Ledger in Acumatica
Melissa Chang
Melissa Chang

Posting Recurring General Journal Entries Excluding the $0 Lines in Dynamics 365 Business Central

Getting through your list of recurring journal entries can be rough to set up, especially if you have a lengthy list, but once you have gotten through that, all you should need to think about is posting.  If some of your recurring entries don’t need to get posted every frequency, you may run into a … Read more

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Microsoft Excel Tips and Tricks
Lauren Christoff
Lauren Christoff

The Basics of Excel PivotTables

Microsoft Excel can be very intimidating especially when you’re not an expert, like me. I was asked to write a blog on a topic I was not familiar with.  I chose to challenge myself and learn more about Excel and the creation of PivotTables. What is a PivotTable? A PivotTable is a tool that helps … Read more

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D365 BC SMTP Setup
Melissa Chang
Melissa Chang

Dynamics 365 Business Central: SMTP Setup with Azure MFA App Passwords

Setting the SMTP Email Setup in Microsoft Dynamics 365 Business Central is pretty simple, however if you have an account with Authentication requirements, then you will need to take a few extra steps for setup.  (You’ll need to able to create App Passwords via aka.ms/mfasetup) To begin, use the magnifying glass icon to search SMTP … Read more

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